Wendy Newcomb
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Summary
Results-driven financial services representative skilled in enhancing customer satisfaction through effective account management and proactive problem-solving. Proven ability to establish strong client relationships, streamline account setups, and support team success in a fast-paced environment.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Senior Relationship Banker
TRUIST
South Hill
03.2025 - Current
- Assist in Care Starters
- Significant Balance change report
- Daily Calls with MyDay Calls
- TLX's - our monthly test
- Set up accounts including Savings, Checking, IRA, MM, Business, CD & Credit Card
- Fraud Claims
- Processing loans thru Sprint (personal, auto & HELOX)
- Working with our IRM partners
- Referrals for Insurance, Mortgages & CAC
- Helping clients with any issues with their account
- Building relationships with our clients thru caring conversations
- Follow up with clients I've assisted
- Rate increase for clients
- Run a teller window
- Backup vault teller
- Order materials for branch
- Required DCCG on clients
- Help all teammates with daily procedures
Relationship Banker
TRUIST
South Hill
01.2022 - 03.2025
- Dailey Calls with MyDay Calls
- TLX's - our monthly test
- Set up accounts including Savings, Checking, IRA, MM, Business, CD & Credit Card
- Fraud Claims
- Processing loans thru Sprint (personal, auto & HELOX)
- Working with our IRM partners
- Referrals for Insurance, Mortgages & CAC
- Helping clients with any issues with there account
- Building relationships with our clients thru caring conversations
- Follow up with clients I've assisted
- Rate increase for clients
- Run a teller window
- Backup vault teller
- Order materials for branch
- Required DCCG on clients
- Help all teammates with dailey procedures
Financial Services Representative Lead
Carter Bank and Trust
Clarksville
01.2020 - 01.2022
- Weekly CD Retention
- Core IQ
- Setting up non-customer profiles
- Cash Count
- Monthly Alarm Check
- Monthly Vendor Log
- Set up new customer accounts including, checking, savings, IRA and all business accounts
- Paying NSF's thru Activity Manager
- Conducting cash advances
- Work kiting and overdraft reports
- Greeting customers as they come into the branch
- Answer and direct customer calls to appropriate personnel
- Placing stop payments on checks and withdrawals
- Balance the vault when needed
- Help customers with anything pertaining to their existing accounts
- Handle procedures for overdrawn accounts including submission of warrants
- Ordering checks
- Work a teller window/drive thru when needed
- Contact customers about any problems with their account
- Fill out Debit card dispute paperwork
- Ordering Debit Cards
- Promote the Bank & all of our products
- Filling out and submitting CTR's (when they were handled at the branch level)
- Helping other teammates when they have questions about how to do something on the computer system
Teller
Carter Bank and Trust
01.2010 - 01.2020
- Balancing currency & checks in a teller drawer daily
- Sorted and filled out deposit slips and checks
- Handled essential clerical tasks like typing and filing internal papers
- Received mortgage loan and verified payment dates and amounts due
- Calculating daily transactions by using adding machines
- Cash Advance for customers
- Keeping and maintaining records of financial transactions
- Placing appropriate holds on checks when necessary
- Issuing money orders & cashier checks
- Filling out and submitting CTR's
- Arming and disarming the building
- Handle procedures for overdrawn accounts including submission of warrants
- Backup Vault teller
- Cash Items weekly
- Stop payments on checks
Acting Assistant Manager
Alcohol Beverage Control
Chase City
01.2006 - 01.2010
- Placed weekly orders
- Checked in shipments
- Stocked shelves daily
- Made deposits to a financial institution
- Balanced the vault
- Run a cash register
- Placed order for stocking the store
- Did inventory at different locations throughout Virginia
- Cleaned the store on a daily basis
- Run the store in the absence of the manager
Education
Diploma -
Cornerstone Christian School
Online01-2000
Skills
- Strong customer relations
- Proficient in balancing the vault
- Proficient in running a teller drawer
- Proficient in using cash advance machine
- Dependable
- Trustworthy
- Strong problem solving skills
- Teamwork
- Excellent verbal communication skills
- Excellent written communication skills
- Experienced with Microsoft
- Experienced with Excel
- Opening accounts
- Friendly
- Caring about customer concerns
- Forming relationships with customers
- Promoting the bank
Certification
- CNA License, 2006
- Notary Republic, Present
- Licensed loan officer, Present
Timeline
Senior Relationship Banker
TRUIST
03.2025 - Current
Relationship Banker
TRUIST
01.2022 - 03.2025
Financial Services Representative Lead
Carter Bank and Trust
01.2020 - 01.2022
Teller
Carter Bank and Trust
01.2010 - 01.2020
Acting Assistant Manager
Alcohol Beverage Control
01.2006 - 01.2010
Diploma -
Cornerstone Christian School